Council Information

The Milwaukee Estate Planning Forum was formed as a result of the merger between the Milwaukee Estate Planning Council and the Milwaukee Estate Counselors Forum in 2008. The Milwaukee Estate Planning Forum provides educational support for estate planning professionals. Our membership is comprised of attorneys, accountants and professionals from the banking, financial services, and nonprofit community.

The Milwaukee Estate Planning Forum meets on the first Wednesday of the month from September through December and February through May, and guests are always welcome.

The speakers discuss recent estate planning developments or issues of importance for the various estate planning disciplines.

 

Notice

The Milwaukee Estate Planning Forum offers this site for informational purposes only, to provide a better understanding of estate planning, and to further the education of our members and the general public in the field of estate planning. The contents of this site are not intended as legal, tax, accounting or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information. All uses of this website, other than personal uses, are prohibited. The information on this site is subject to change without notice, and you may not rely upon any such information with regard to a particular matter or set of facts. You should not act or refrain from acting on the basis of any content included in this site without seeking the appropriate legal or professional advice on the particular facts and circumstances. ALL INFORMATION IN THIS SITE IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION, AND WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. In no event will the Milwaukee Estate Planning Forum, its agents, officers, directors, or employees be liable to you or anyone else for any decision made or action taken in reliance on the information in this Site or for any consequential, special or similar damages, even if advised of the possibility of such damages. Links to information on other sites are for your convenience only and are not an endorsement or recommendation of those sites.